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SMYIX QS Global Equity I

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Fund SMYIX QS Global Equity I PRGSX T. Rowe Price Global Stock  
Similarity
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100% 85%
Annual Fees
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$100.23
(0.95% Exp. Ratio)
$93.90
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$37,472.66 $38,159.65
Est. savings over 30 yrs +$686.99
Return
As of 11/30/16
1 YR RETURN 4.37%
3 YR 6.99%
5 YR 12.09%
10 YR 3.59%
1 YR RETURN 4.69%
3 YR 7.46%
5 YR 12.55%
10 YR 4.23%
Description
The investment seeks long-term capital growth; dividend income, if any, is incidental to this objective. The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, the fund invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").
The investment seeks long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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